Building a real assets ark before the rainfall

Pension fund allocations to real assets leave much to be desired, says Vince Childers

clock • 3 min read

Investor attention has recently been fixated on the spike in headline inflation, led by the US, where the Consumer Prices Index (CPI) has accelerated to 5% from near zero over the past year. Meanwhile, UK CPI has just risen above 2% and the Bank of England expects a move beyond 3% in the months ahead.

While most market participants and policymakers expect inflation to be simply transitory, we believe subdued long-term inflation expectations may be underestimating the potential impact of $30trn (...

To continue reading this article...

Join Professional Pensions

Become a Professional Pensions Lite Member today

  • Three complimentary articles per month covering the latest real-time news, analysis and opinion from the industry
  • Receive important and breaking news stories via our two daily news alerts
  • Hear from industry experts and other forward-thinking leaders

Join now

 

Already a Professional Pensions
member?

Login

More on Investment

PRA launches consultation to enable insurers to accelerate UK investment

PRA launches consultation to enable insurers to accelerate UK investment

Framework looks to reduce barriers to enable insurers to benefit from investment opportunities

Martin Richmond
clock 16 April 2025 • 2 min read
UK inflation falls to 2.6% in March amid warnings of further price rises

UK inflation falls to 2.6% in March amid warnings of further price rises

CPIH at 3.4% in March, with inflation down from previous month's 2.8%

Sorin Dojan
clock 16 April 2025 • 2 min read
Nest Insight receives £1.5m commitment from The BlackRock Foundation

Nest Insight receives £1.5m commitment from The BlackRock Foundation

Commitment to help build on work to boost UK savings over the next three years

Holly Roach
clock 15 April 2025 • 1 min read
Trustpilot